The PE Investor Relations Conference

Refining the IR function to meet increasing expectations

8 December, London

 

9:00 Chairman's remarks

Ray Maxwell, CEO, Acrostic

9:10 Opening keynote address: An investor's view: The difference an exceptional IR team can make

Tatiana Chopova, Partner, AlpInvest

9:30 Panel session: Organizing the IR function

• Setting your IR team apart from the competition
• Benefits of involving IR professionals in all aspects of the company
• Allocating the right resources to investor relations: team size vs. firm size
• Seniority expected in today's investor relations

Moderator:

Ian Simpson, Partner, Amala Partners

Panelists:

John Bjerkan, Managing Partner, Reiten & Co

Chris Davison, Principal, Permira

Charles Lemon, Partner, Agilitas Partners

Ross Marshall, Chief Executive, Dunedin Capital Partners

10:15 Networking coffee break

10:55 Panel session: Ensuring survival: raising your next fund

• LPs lost and LPs gained: views from recent fundraisings
• Your message to the market: the right message delivered with consistency
• Incentivizing early investors
• Aiming for the right fund size: managing perceptions

Moderator: 

Christian Dummett, Head of UK Business Development, LGT Capital Partners

Panelists:

Bernhard Ellmer, Head of Investor Relations, Augur Capital

Stephen Marquardt, CEO and Head of Investor Relations, Doughty Hanson

Vince O'Brien, Director, Montagu Private Equity

Buchan Scott, Partner, Duke Street

11:40 Panel session: Constant contact - reporting

• Incorporating reporting into a wider strategy of investor relations
• Adapting to regulatory changes and increased transparency needs
• Developing the right team to deal with the increased workload
• Keeping all LPs happy with one customizable system

Moderator:

Jeremy Lytle, Investor Relations Director, ECI

Panelists:

Christophe de Carmoy, Investor Relations Director, Meridiam Infrastructure

Kelly Mayer, Partner, Lion Capital

Hannah Tobin, Principal, HarbourVest

12:20 Lunch

14:00 Panel session: Annual contact - AGMs

• The best opportunity to communicate your message
• Content selection: what adds the most value
• Preparing portfolio company presenters
• Fireworks on a budget

Moderator:

Richard Green, Chairman, August Equity

Panelists:

Alastair Breward, Chief Operating Officer, Amadeus Capital Partners

Fiona Dane, Investor Relations Director, ISIS EP

Koos Teule, Director Investor Relations, Gilde Buy Out Partners

14:40 Keynote address: Fundraising Challenges & Investor Sentiment in 2012

Helen Kenyon, Head of Communications, Preqin

15:00 Networking coffee break

15:40 Interactive workshop: Fund terms - How have LP preferences changed recently?

• Fees, carry and ancillary fees; key man clauses
• No fault divorces: a fear of commitment or a reasonable safety net
• The increasing importance of regulation and ESG
• Issues that may currently be overlooked

Moderator: 

Jason Glover, Partner, Simpson Thacher & Bartlett

Panelists:

Anne Gales, Partner, Threadmark

Guy Semmens, Partner, Argos Soditic

Penny Walker, General Counsel, Campbell Lutyens

16:25 Closing panel session: Investor tales: The good, the bad and the ugly

Moderator:

Janusz Heath, Managing Director, Capital Dynamics

Panelists:

William Gilmore, Investment Director, Private Equity, SWIP

Dana Haimoff, Managing Director, JP Morgan Asset Management

Anne Hutton, Principal Banker, EBRD

Alex Scott, Principal, Pantheon

17:05 Drinks reception